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  5. ATZ: Hi Up on ATZ by 50%, Thinking of selling 25% of my ATZ and buying more CTS. [Aritzia Inc. Subordinate Voting Shares]
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Investment Q&A

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Q: Hi

Up on ATZ by 50%, Thinking of selling 25% of my ATZ and buying more CTS.

My thinking is CTS has more growth in the short term.

Your comments please and thank you.

Mike

Asked by Mike on January 16, 2023
5i Research Answer:

We still like ATZ; the inventory concern may be overstated. We are willing to bet that the company knows its growth prospects well and wants to have inventory on hand. Versus CTS, because CTS is essentially up for sale, the longer term prospects for ATZ are likely higher. CTS's stock price may be capped of course if it decides to sell the company. CTS may indeed have more short term potential, and we do like its prospects either with or without a takeover. We would be fine with some profit-taking and diversification here if an investor's goals match the shift.